Chi Chen, CFA, FRM

Chi chen, cfa, frm

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  • Timeline

  • About me

    Director at ING Wholesale Banking Capital Liquidity Expertise Center - Capital Treasury

  • Education

    • Cfa institute

      -
      Cfa level iii candidate
    • Cfa institute

      2016 -
      Passed cfa level iii
    • Cfa institute

      2015 -
      Passed cfa level ii
    • Cfa institute

      2014 -
      Passed cfa level i
    • Duisenberg school of finance

      2013 - 2014
      Msc finance financial risk management 8.0/10.0

      Courses: Measure Theory and Stochastic Process; Applied Risk Management; Credit Risk Management; Market and Systemic Risk Management; Actuarial Mathematics and Modeling; International Corporate Finance; Advanced Econometric Methods; Advanced Financial Accounting; Derivatives; Asset Pricing; Behavioural Finance; Enterprise Wide Risk Sources; Ethics in Finance; Sustainability.

    • Tilburg university

      2010 - 2012
      Mphil economics econometrics

      Activities and Societies: • As the Co-chairman of Piri Network, Tilburg University (Aug.2010 - Mar.2011), I organized culture-related activities to improve the understanding among students with different nationalities. Orange Tulip Schoolarship, Nuffic Neso (2010-2011)Netspar Scholarship, Netspar (2011-2012)

  • Experience

    • Faculty association asset

      Oct 2010 - Sept 2011
      Vice-chairman of the international conference committee 2011

      I was responsible for developing and mapping out the program script for the conference day. Worked together with the team, we managed to invite prestigious speakers, won a large number of sponsors, and attracted more than two hundred participants to the conference.

    • Cvb ecologistics

      Jul 2012 - Jul 2013
      Commercial manager

      • Advised commercial director with regard to operations and customer acquisition in the Chinese market• Coordinated the procedure of Letters of Credit

    • Ing

      Mar 2014 - Aug 2014
      Intern at credit risk measurement

      • Carried out a project to qualify and quantify the effect of negative pledge on commercial loans to large corporate clients using both expert models and empirical models. • Worked on the annual model monitoring for the Corporate LGD Model using SAS and EXCEL.

    • Ing

      Oct 2014 - now

      • CS&A plays a crucial role in origination, structuring and execution of event driven and multi-source financing projects, such as M&A, large CAPEX programs, IPO, refinancing as well as capital structure optimization to meet up client’s strategic ambitions• My roles including:o Assessing company’s financial performance, credit rating outlook, acquisition capacity, WACC, as well as optimal capital structure by building and reviewing complex financial modelso Structuring client presentations and providing well-rounded client dialogues through engaging and coordinating with bank’s various product lines including Corporate Finance, Equity Capital Markets, Debt Capital Markets, Syndications, Corporate Investment, as well as Working Capital Solutions and Financial Markets o As an innovation initiative, designed and built an automated financial model which uses real-time data and self-adjusted algorithms to forecast and to discover business ideas for corporate companies including topics like potential candidates for M&A, capital optimization (refinancing, restructuring, inventor/ receivable financing, etc.), hedging solutions etc. Show less

      • Director at CLEC / Capital Treasury

        Oct 2024 - now
      • Vice President at TMT&H

        Apr 2022 - Sept 2024
      • Associate at Telecom, Media, Technology and Healthcare (TMT&H)

        Nov 2019 - Apr 2022
      • Associate at Capital Structuring & Advisor

        Jul 2016 - Oct 2019
      • Credit & Trading Risk Management/ Policy and Regulations

        Oct 2015 - Jul 2016
      • Counterparty Credit Risk Analyst

        Jun 2015 - Sept 2015
      • Corporate Credit Risk Management/ Counterparty&Investment Risk/ Portfolio Management

        Apr 2015 - May 2015
      • Market Risk/ Asset Liability Management/ Funding&Liquidity Risk Management

        Oct 2014 - Mar 2015
  • Licenses & Certifications

    • Chartered financial analyst® (cfa) charterholder

      Cfa institute
      Mar 2021
    • Frm i

      Global association of risk professionals
      Nov 2012
    • Programming for everybody (getting started with python)

      University of michigan
      Dec 2019
      View certificate certificate
    • Frm ii

      Global association of risk professionals
      Nov 2013